WMKSX Mutual Fund

WMKSX Mutual Fund (WesMark Small Company Fund) is managed by WesMark Funds with $181.1M in net assets. WMKSX expense ratio is 1.23%, holding 97 positions across sectors including Industrials, Health Care, Financials. Inception date: 1993-12-31.

WMKSX performance shows a YTD return of 18.23%. The 1-year return is 27.29% and the 5-year return is 11.25%. WMKSX dividend yield stands at 19.24%, paid annually.

WMKSX top holdings include MONEY MARKET FUND (4.2%), Digitalocean Holdings Inc (2.6%), Argan Inc Common Stock USD 0.15 (2.4%), Powell Industries Electrical Equipment (2.3%), Moog Inccommon Stock (2.3%). Go to all WMKSX holdings, WMKSX sectors, or WMKSX dividends.

WMKSX can be compared against other funds. Use WMKSX overlap to find shared positions, or WMKSX vs another fund for a side-by-side view. WMKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.